Boston Scientific CorpBoston Scientific expects global EP growth to be flat in H2 2026 amid competitive pressure and portfolio gaps in CRM.
Boston Scientific is preparing a steady stream of product launches over the next two years that it expects to become an important source of incremental growth. In Interventional Cardiology, the company plans to launch the SEISMIQ 4CE Coronary Intravascular Lithotripsy Catheter in the first half of 2027, following FRACTURE trial data presented as a late-breaker at EuroPCR in May that met all endpoints. In Endoscopy, Boston Scientific has received FDA clearance for RIVOS, a first-of-its-kind single device designed to consolidate multiple exchanges and streamline endoscopic ultrasound biliary drainage, while advancing enrollment in the THRIVE trial of the TIVUS Ultrasound System for renal denervation, a technology acquired through the SoniVie Ltd. acquisition that management still expects to reach the market in 2028. Within Cardiac Rhythm Management, the company faces competitive pressure and portfolio gaps it expects to address with PRECEDENT, its new defibrillation platform scheduled to launch in the second half of 2027. In Electrophysiology, where FARAPULSE has driven a faster-than-anticipated transition to pulsed-field ablation and U.S. PFA revenues now account for approximately 80% of the atrial fibrillation market, Boston Scientific now expects global EP growth to emerge flat in the second half of 2026, with the U.S. EP business expected to regain momentum in the second half of 2027 on the launch of FARAWAVE Ultra and its entry into the intracardiac echocardiography market, and further improvement forecast for 2028 with FARAFLEX. Among peers, Abbott announced its Volt PFS system was used for the first time in Canada at the McGill University Health Centre in Montreal to treat AFib patients after receiving Health Canada authorization in April 2026, and Globus Medical secured CE Mark for Excelsius3D, its intelligent mobile imaging platform that combines 3D cone-beam computed tomography, 2D fluoroscopy and digital radiography in a single system. Over the past 12 months, Boston Scientific shares have dropped 55.4% compared with the industry's 29.7% decline, and the stock currently carries a Zacks Rank #5 (Strong Sell).
Boston Scientific CorpBoston Scientific expects global EP growth to be flat in H2 2026 amid competitive pressure and portfolio gaps in CRM.
Abbott LaboratoriesAbbott's Volt PFS was used for the first time in Canada after Health Canada authorization, a competitive PFA milestone mentioned alongside Boston Scientific's EP franchise.
Globus Medical